CAIS

What role can private markets managers fill within the broad financial services universe? Michael Rees, Co-President of Blue Owl Capital, breaks it down in this episode of CAIS Live Conversations: Building With Alts. In a conversation with host Brad Walker, CAIS Co-President, he outlines Blue Owl’s approach to the wealth management industry. Listen now: https://lnkd.in/e78dJi8M #wealthmanagement #financialadvisors #alternativeinvestments

One Question. Big Insights. At a recent CAIS Live, we asked Sean Cahill from Vista Equity Partners, "How does your collaboration with fintech platforms like CAIS help expand access to alternative investments?" Hear his thoughts on how CAIS is enabling Vista to engage across the ecosystem. Learn more at https://lnkd.in/ejcdP_8t #CAISLive #alternatives #fintech

Earlier this week, we were proud to welcome MassMutual advisors, leading asset managers, and bank issuers to CAIS Live in New York City for two days of thoughtful discussion on the future of alternatives. From private credit and infrastructure to structured notes and advisor technology, each session offered actionable insights to help advisors navigate today’s evolving market landscape. Thank you to our speakers, moderators, and attendees for making this event a success—we’re grateful for your partnership and engagement.

A new episode of CAIS Live Conversations: Building With Alts is now streaming. Hear from Nic Reisenbichler, Manager of Investment Products at Baird, in a conversation with podcast host Alex Cavalieri, CAIS Chief Marketing Officer. Together, they dive into how private markets are transforming investment strategies and why education and technology are key drivers of change. Listen now to gain insights into the evolution of alts and what it means for advisors. Listen now: https://lnkd.in/eHBvRK6R #privatemarkets #wealthmanagement #alternativeinvestments

Evergreen private market funds are reshaping alternative investing—but how do alternative asset managers balance liquidity with long-term performance? In our new white paper, CAIS and Ares Management Corporation teamed up to help advisors understand liquidity management strategies across asset classes like private equity, private debt, real estate, and infrastructure. Download now: https://lnkd.in/evgdX_ng #alternativeinvesting #privatemarkets #financialadvisors

Join CAIS at Envestnet Elevate in Las Vegas, April 9-10. If you’re attending, be sure to catch Duy Nguyen, Managing Director at CAIS Advisors, on stage with leaders from Envestnet and Franklin Templeton for the panel “The State of Alternative Investing” on Thursday, April 10 from 11:15 AM to 12:00 PM PT. While at Elevate, stop by Booth 133 for a live demo of the CAIS platform and connect with Tim Donaldson, Jacqueline Koerner, and Dan Varley from the CAIS team.

Financial advisors have questions about downside protection in light of heightened market uncertainty. Our recent educational piece provides financial advisors with information on how buffered notes work, the various buffered structures that some advisors consider, and the risks they may introduce. Learn more: https://lnkd.in/eWSBSiYu #structurednotes #education #bufferednotes

As we head into Q2 2025 and amid spiking equity volatility, advisors are evaluating opportunities for new allocations in alternative asset classes. Cast your vote below and share your perspective on which alternative asset class you find most attractive for portfolio allocations. #QuestionoftheWeek

We are excited to share that CAIS has been named a 2025 WealthTech100 Leader by FinTech Global. This award recognizes trailblazers building scalable solutions that meet the complex needs of private banks, asset managers, and financial advisors. Learn more here: https://lnkd.in/evAaCHeT #WealthTech100 #fintech #alternatives

With market volatility and macro uncertainty, how have alts historically performed in a contraction regime? Our latest whitepaper breaks it down, and dives into how private debt, private equity, infrastructure, and real estate have performed as an asset class. Read the full piece here: https://lnkd.in/e4DGqNAb #alternativeinvestments #financialadvisors #markets